SHM icon

SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

Overview Fund Activity

266 hedge funds and large institutions have $2.06B invested in SPDR Nuveen ICE Short Term Municipal Bond ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 104 increasing their positions, 98 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
266
Holders Change
-2
Holders Change %
-0.75%
% of All Funds
6.63%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.47%
New
24
Increased
104
Reduced
98
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$530M
2
KIM
Karpus Investment Management
New York
$107M
3
RJA
Raymond James & Associates
Florida
$80M
4
CAG
Crestwood Advisors Group
Massachusetts
$12.2M
5
GC
Gratus Capital
Georgia
$7.7M

Top Sellers

1
PL
Plancorp LLC
Missouri
$89.3M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$132M
3
GA
Gateway Advisory
New Jersey
$3.93M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$9.28M
5
PC
Premise Capital
Illinois
$29M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
126
Integrated Wealth Management
California
$1.04M -$1.65K -34 -0.2%
CA
127
Continuum Advisory
Idaho
$1.02M +$1.02M +21,087 New
UCFA
128
United Capital Financial Advisors
Texas
$1.01M -$251K -5,179 -20%
CONA
129
Capital One National Association
New York
$1.01M +$73.4K +1,515 +8%
SWP
130
Stratos Wealth Partners
Ohio
$990K +$436K +9,010 +79%
PP
131
Palladium Partners
Virginia
$983K +$141K +2,915 +17%
OC
132
Oarsman Capital
Wisconsin
$946K +$113K +2,331 +14%
NGA
133
Naples Global Advisors
Florida
$914K -$29K -600 -3%
OC
134
Oppenheimer & Co
New York
$911K +$438K +9,038 +93%
EC
135
Estate Counselors
Wisconsin
$888K +$337K +6,950 +61%
PWMAG
136
Pinnacle Wealth Management Advisory Group
New Jersey
$876K -$73.6K -1,520 -8%
CBU
137
CIBC Bank USA
Illinois
$872K +$872K +18,000 New
BL
138
BFSG LLC
California
$869K +$869K +17,937 New
SFA
139
Sequoia Financial Advisors
Ohio
$865K +$1.02K +21 +0.1%
BFPW
140
BOK Financial Private Wealth
Colorado
$860K -$297K -6,127 -26%
T. Rowe Price Associates
141
T. Rowe Price Associates
Maryland
$848K +$848K +17,500 New
CWM
142
Cornerstone Wealth Management
Missouri
$824K +$109K +2,250 +15%
SPIA
143
Steward Partners Investment Advisory
New York
$804K +$39.2K +810 +5%
SCP
144
Syntal Capital Partners
Texas
$795K – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$777K -$2.44M -50,314 -76%
UBS AM
146
UBS AM
Illinois
$762K +$759K +15,665 +25,680%
VAS
147
Valicenti Advisory Services
New York
$758K +$169K +3,486 +29%
DC
148
Davenport & Co
Virginia
$744K – – –
WTC
149
WhitTier Trust Company
Nevada
$730K +$24.9K +515 +4%
PBO
150
Peoples Bank (Ohio)
Ohio
$699K – – –
4 5
6
7 8